Rockport Wealth’s United Parcel Service UPS Stock Holding History

Rockport Wealth’s Portfolio UPS Stock Details UPS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-2,062	Closed	-$208K	–	99
2025 Q2	$208K	Buy	+2,062	New	+$203K	0.05%	82
2025 Q1	–	Sell	-6,297	Closed	-$794K	–	69
2024 Q4	$794K	Buy	+6,297	New	+$829K	0.35%	31

Other funds holding UPS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Rockport Wealth's UPS Position: Q3 2025 in Review

Rockport Wealth sold out of United Parcel Service (UPS) in Q3 2025, closing a stake of 2,062 shares — an estimated $208K sold.

Rockport Wealth first reported a position in UPS in Q4 2024 and held it in 2 quarters. The position peaked at $794K in Q4 2024. 1,947 funds tracked by Wall St. Rank hold UPS as of Q3 2025.

Rockport Wealth reported no remaining United Parcel Service position as of Q3 2025 after selling out during the quarter.
Rockport Wealth sold 2,062 United Parcel Service shares in Q3 2025, an estimated $208K.
Rockport Wealth first reported a position in United Parcel Service in Q4 2024 and held it in 2 quarters.
Rockport Wealth's United Parcel Service position peaked at $794K in Q4 2024.
1,947 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2025.

Based on Rockport Wealth's 13F filing for Q3 2025, filed 31 Oct 2025.